
Markets Defy Gravity: Rates Up, Stocks Higher
From What's Next For Markets by Michael Kantrowitz
May 10, 2026 · 14 min
About this episode
Emily discusses the surprising resilience of the stock market amidst rising interest rates and oil prices.
In this episode, Emily breaks down a week where stocks hit all-time highs even as interest rates and oil prices moved higher. So what’s really going on? The answer lies beneath the surface. Despite constant headline noise and investor skepticism, the underlying story is clear; this market rally is broader, stronger, and more fundamentally driven than many realize. The big question—can it continue? For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
People in this episode
Host: Michael Kantrowitz
Guest: Emily
Topics covered
- stock market
- interest rates
- oil prices
- market rally
- investor skepticism
Keywords
- stocks
- interest rates
- oil prices
- market rally
- investor sentiment
Mentioned in this episode
Organizations: Piper Sandler
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